AWP
Ascent Wealth Partners’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,811
| Closed | -$981K | – | 146 |
|
|
2021
Q3 | $981K | Sell |
3,811
-15
| -0.4% | -$3.86K | 0.19% | 85 |
|
|
2021
Q2 | $1.07M | Sell |
3,826
-166
| -4% | -$46.4K | 0.2% | 79 |
|
|
2021
Q1 | $808K | Buy |
3,992
+98
| +3% | +$19.8K | 0.18% | 82 |
|
|
2020
Q4 | $866K | Buy |
+3,894
| New | +$866K | 0.19% | 75 |
|